Increase Revenue by Offering Bank Products to Your Clients

Are you looking for a way to help increase revenue within your tax business without breaking the bank? Want an easier way to get clients their refunds? Bank products can easily increase your revenue and help your clients get their refunds faster! The best part? You don’t have to pay money upfront to do this. Bank products are added to your client’s tax return and allows their refund to come through a bank instead of directly from the IRS. Many times, the banks will offer your clients an advance on their refund of up to $2000. Bank refunds can be disbursed as a direct deposit, check, money card, or even fast cash. Some of our partnered banks even allow you to offer your clients a loan before their return has even been acknowledged by the IRS! Your tax preparation fees are collected directly from your client’s refund by the bank and deposited into any account you designate. You don’t have to worry about making sure the fees have been paid; it’s covered.

TaxSlayer partners with 5 banks so you can choose which bank is right for you. Need some help getting ready for the season? Some of the banks will offer pre-season loans to EROs to help you get the season started right. This loan can cover things like marketing materials and office-startup kits. Choosing to use bank products can also help increase your revenue with rebates! You have the potential of getting a rebate from both TaxSlayer Pro and your selected bank at the end of each tax season. This can go towards software renewal or even updates around your tax office. Let us help you make the most of your tax business.

Are you ready to help your clients get their refunds fast? Call your sale’s representative for more information on bank products and the banks we partner with today!